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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,202 | $160,040-41.8% | $147,096-36.6% | $145,877-36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 105.22% | 98.49%+6.7pp | 419.75%-314.5pp | 551.28%-446.1pp |
| Employer contribution / active EE | $5,000 | $5,289-5.5% | $4,936+1.3% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |